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Orion Email Format
Financial Services
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1,001-2,500 employees
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Omaha, NE, USA
Orion is a wealthtech company that delivers integrated technology and investment solutions to empower financial advisors and independent advisory firms across the United States.
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first.last@orion.com
Company Overview
Industry
Financial Services
Headquarters
Omaha, NE, USA
Revenue
$1B-$2.5B
FUNDING Stage
Private
Website
Key Executives
Natalie Wolfsen (Chief Executive Officer), Mark Mayo (Chief Financial Officer), Arun Anur (Chief Operating Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of Orion?
Orion uses the first.last format, so Jane Smith would be jane.smith@orion.com.
What are the two main business divisions of Orion?
Orion operates through two integrated divisions: Orion Advisor Technology, which includes portfolio accounting, Redtail CRM, trading, planning, and compliance tools, and Orion Wealth Management, which offers TAMP, OCIO, and proprietary investment solutions through Brinker Capital Investments.
How much in assets does Orion service across its platform?
Orion services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets, as reported through the end of 2025. You can use Clay to find and verify specific Orion contacts if you are building outreach into the wealthtech space.
Does Orion's Advisor Technology division include an AI product?
Yes, Orion's Advisor Technology division includes Denali AI, an enterprise AI product designed to amplify advisor impact, alongside the Denali Data Layer, which connects cross-system data across the Orion platform.
Who leads Orion as its Chief Executive Officer?
Natalie Wolfsen is the CEO of Orion, having joined in October 2023. She previously served as CEO of AssetMark and is also a member of Orion's Board of Directors.
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4.9 rating